Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAKFY (McKesson Europe AG ADR) | NA | -7.60% | -0.50% | -2.35% | 3.78% | NA | NA | … | … |
Data as of 07/11/2023, Common starting date is 10/16/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAKFY (McKesson Europe AG ADR) | 10/16/2008 | 07/11/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -7.60 | -0.50 | -2.35 | 3.78 | NA | NA | … | … | 0.00 | -11.11 | -32.16 | 32.67 | 7.33 | -5.57 | 7.64 | 1.48 | -15.31 | 1.91 | 87.46 | 7.72 | -36.40 | -2.20 | -8.26 | -13.49 |
| Sharpe Ratio | NA | -0.72 | -0.02 | -0.04 | 0.05 | NA | NA | … | … | 0.00 | -0.63 | -0.18 | 0.43 | 0.32 | -0.33 | 0.96 | 0.12 | -0.91 | 0.08 | 2.31 | 0.18 | -0.79 | -0.06 | -0.16 | -0.40 |
| Standard Deviation(%) | NA | 15.51 | 116.03 | 91.54 | 66.00 | NA | NA | … | … | NA | 19.92 | 204.69 | 75.92 | 18.37 | 20.95 | 7.34 | 10.57 | 16.80 | 24.20 | 37.89 | 43.76 | 45.97 | 35.35 | 52.41 | 126.83 |
| Draw Down(%) | NA | 10.60 | 73.37 | 73.37 | 73.37 | NA | NA | … | … | 0.00 | 14.00 | 73.37 | 34.83 | 11.54 | 16.74 | 2.15 | 7.32 | 17.97 | 13.87 | 17.85 | 36.21 | 55.49 | 40.78 | 35.78 | 39.72 |
| Yield(%) | 0.00 | 3.53 | 5.04 | 3.80 | 4.46 | 2.51 | 1.88 | … | … | 0.00 | 3.40 | 2.39 | 6.67 | 3.22 | 3.21 | 3.64 | 3.51 | 3.59 | 1.29 | 2.36 | 1.82 | 2.78 | 2.60 | 2.41 | 0.00 |
Data as of 07/11/2023, Common starting date is 10/16/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAKFY (McKesson Europe AG ADR) |
-14.93%
Dec 2008 – Dec 2011 |
-4.38%
Mar 2015 – Mar 2020 |
-2.04%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAKFY (McKesson Europe AG ADR) |
40.47%
Sep 2011 – Sep 2014 |
19.85%
Sep 2011 – Sep 2016 |
11.20%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart